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Sponsor portfolio

STEWART EFI

EIN 71-0918038-consumer goods-Latest filing 2024
Plans
2
Retirement
1
$21.3M assets
Welfare
1
$2.0M premiums
Participants
359
45 OLD WATERBURY RD - THOMASTON, CT 067871903860-880-2610stewartefi.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$21.3M - 204 part#501Mixed-$2.0M - 155 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Vision$1.4M
  • Dental$1.3M
  • Long-term disability$49K
  • Other$42K
  • Life$29K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • BLUE CROSS OF CALIFORNIA28%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • GROUP BENEFIT ADMINISTRATION OF CT54%
  • PATRIOT GROWTH INSURANCE SERVICES46%
Total $109K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEWART EFI 401(K) PLAN

401k

Assets$21.3M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEWART EFI, LLC WELFARE BENEFIT PLANS

Mixed - CIGNA

Premiums$2.0M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEWART EFI 401(K) PLAN401k$21.3M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEWART EFI, LLC WELFARE BENEFIT PLANSMixedCIGNA$2.0M1552024
Retirement plans
Welfare plans
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